Associating Clinical Regions with Accounts

An account is the institution from which you manage clinical trials. Typically, it is the facility where investigators conduct the trails. You can track as accounts IRBs (institutional review boards), central laboratories, CROs (clinical research organizations), and other subcontractors. You can associate a clinical region with multiple accounts.

This task is a step in Process of Managing Clinical Trials.

To associate a clinical region with an account

1. Navigate to the Administration - Clinical screen, then the Region List view.

2. In the Region list, drill down on the Region field of the region that you want to associate with an account.

3. Navigate to the Accounts view.

4. In the Accounts list, create a new record and complete the fields as necessary. Some fields are shown in the following table.

   Field	Comments
   Account	Select the name of the account.
   Type	Select the type of account, such as IRB, CRO, or vendor. System administrators can configure the values that appear in the Type picklist.
   Central IRB	Select this field to indicate that all sites use a central institutional review board.
   Regional CRO	Select this field to indicate that a clinical research organization provides services to all sites in the clinical region.